WPC

Wedmont Private Capital Portfolio holdings

AUM $2.69B
1-Year Est. Return 20.68%
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$989M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$7.8M
3
+$6.45M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.31M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$5.38M

Top Sells

1
+$752K
2
+$504K
3
+$500K
4
HSY icon
Hershey
HSY
+$499K
5
KO icon
Coca-Cola
KO
+$494K

Sector Composition

1 Technology 10.85%
2 Financials 4.52%
3 Healthcare 4.18%
4 Consumer Discretionary 3.96%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$161K 0.02%
10,358
-1,283
477
$158K 0.02%
3,956
478
$157K 0.02%
12,194
+1,277
479
$150K 0.02%
61,753
-121
480
$149K 0.02%
12,577
-2,532
481
$148K 0.02%
11,388
+128
482
$147K 0.01%
10,042
483
$144K 0.01%
40,000
484
$143K 0.01%
13,804
-6,276
485
$139K 0.01%
10,000
486
$123K 0.01%
11,640
-1,037
487
$115K 0.01%
16,943
488
$108K 0.01%
45,170
-2,400
489
$105K 0.01%
+30,566
490
$104K 0.01%
+12,432
491
$102K 0.01%
13,726
-37
492
$99.6K 0.01%
+10,167
493
$98.3K 0.01%
+10,881
494
$92.4K 0.01%
+11,741
495
$87.2K 0.01%
+10,657
496
$79.2K 0.01%
12,141
497
$69.6K 0.01%
+12,452
498
$52K 0.01%
+78,434
499
$50.7K 0.01%
30,000
500
$46.4K ﹤0.01%
+12,580
18 19
20
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